Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,561,317
+$3,099,449 QoQ
Shares Held
152,569
+33.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#170
of 758 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BESSEMER GROUP INC holds $2,935,701,775 across 18 Banks - Diversified names. UBS ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,076,132 | $1,334,240,281 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,572,146 | $716,360,873 | |
| 3 | C |
Citigroup Inc
|
2,486,504 | $348,011,094 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
1,469,398 | $259,642,620 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,246,182 | $143,310,930 | |
| 6 | TD |
Toronto Dominion Bank
|
697,891 | $84,744,899 | |
| 7 | RY |
Royal Bank Of Canada
|
51,319 | $10,621,491 | |
| 8 | UBS |
UBS Group AG
This page
|
152,569 | $7,561,317 |
All Filings in UBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,561,317 | 152,569 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,461,868 | 114,202 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $2,805,503 | 60,581 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,494,358 | 60,838 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $2,290,525 | 67,727 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,952,997 | 63,761 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,782,117 | 58,777 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,800,166 | 58,239 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,833,221 | 62,059 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,905,130 | 62,016 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $1,842,535 | 59,629 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $111,762 | 4,534 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $51,403 | 2,536 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,761 | 270 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $38,740 | 2,075 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $50,146 | 3,456 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $33,656 | 2,075 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $51,878 | 2,655 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $67,047 | 3,752 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $42,320 | 2,655 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $46,725 | 3,046 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $32,224 | 2,075 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||